Alec Jospeh Szafran
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Alec Jospeh Szafran? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaSep 2024 to now
- Pruco Securities LLCJun 2024 to Nov 2024
- UnemployementMay 2024 to Jun 2024
- Biberk InsuracneOct 2023 to Apr 2024
- UnemploymentJul 2023 to Oct 2023
- Massmutual Eastern PaMay 2023 to Jul 2023
- Harrolds PharamacyJan 2019 to Jan 2023
- Lccc & Fiu - CollegesAug 2018 to May 2023
- Elmer L. Meyers Junior/senior High SchoolSep 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7946176
- Firm CRD
- 8733